Fernbridge Capital Management as of March 31, 2022
Portfolio Holdings for Fernbridge Capital Management
Fernbridge Capital Management holds 19 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 14.7 | $143M | 1.1M | 128.35 | |
| Workday Cl A (WDAY) | 14.4 | $139M | 582k | 239.46 | |
| Microsoft Corporation (MSFT) | 10.1 | $98M | 317k | 308.31 | |
| Amazon (AMZN) | 8.9 | $86M | 26k | 3259.96 | |
| Walt Disney Company (DIS) | 7.6 | $74M | 539k | 137.16 | |
| salesforce (CRM) | 5.5 | $53M | 250k | 212.32 | |
| Booking Holdings (BKNG) | 4.6 | $45M | 19k | 2348.47 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $44M | 16k | 2781.36 | |
| Autodesk (ADSK) | 4.4 | $43M | 200k | 214.35 | |
| Visa Com Cl A (V) | 3.9 | $38M | 172k | 221.77 | |
| Airbnb Com Cl A (ABNB) | 3.3 | $32M | 189k | 171.76 | |
| Uber Technologies (UBER) | 3.3 | $32M | 888k | 35.68 | |
| Jd.com Spon Adr Cl A (JD) | 3.1 | $30M | 519k | 57.87 | |
| Ptc (PTC) | 2.7 | $26M | 245k | 107.72 | |
| Charter Communications Inc N Cl A (CHTR) | 2.5 | $25M | 45k | 545.51 | |
| Mastercard Incorporated Cl A (MA) | 2.4 | $24M | 66k | 357.37 | |
| Match Group (MTCH) | 1.6 | $15M | 140k | 108.74 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.4 | $14M | 127k | 108.80 | |
| Bumble Com Cl A (BMBL) | 1.0 | $10M | 345k | 28.98 |
